Financial consultant
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Lycos Asset Management Inc. - Financial Advisors & Planners
10 Reviews
808 Nelson St Suite 1731, Vancouver, BC V6Z 2H2
Downtown Vancouver, BC based firm offering investment management, wealth management and financial planning services in Canada.
- Wheelchair-accessible parking lot
- Wheelchair-accessible entrance
- LGBTQ+ friendly
- Onsite services
- Online appointments
- Wheelchair-accessible washroom
- Washroom
Shaughnessy Financial / Investia Financial Services Inc.
19 Reviews
610 McMurray Rd Unit 3, Waterloo, ON N2V 2E7
Waterloo Financial Advisor - Gary Shaughnessy - Shaughnessy Financial
- Wheelchair-accessible parking lot
- Wheelchair-accessible entrance
- LGBTQ+ friendly
- Appointment required
- Wheelchair-accessible washroom
- Washroom
- Gender-neutral washroom
Vexxit
23 Reviews
136 Market Ave #800, Winnipeg, MB R3R 3J6
Get the best legal and accounting services from top Canadian lawyers and accountants online. Choose from over 100 flat-fee products and take care of the big stuff in your personal and business life with ease.
- Wheelchair-accessible parking lot
- Identifies as women-owned
MNP Debt - Licensed Insolvency Trustees Bankruptcy & Consumer Proposals
6 Reviews
241 Birch Ave, 100 Mile House, BC V0K 2E0
- Wheelchair-accessible parking lot
- Wheelchair-accessible entrance
- Onsite services
- Online appointments
Engineered Growth Financial Coaching
8 Reviews
954 Mt Beaven Pl, Vernon, BC V1B 2Y8
Gain clarity and control over your finances so you can stress less, pay off your debt and reach your goals. Individual and couples financial coaching.
- Wheelchair-accessible parking lot
- LGBTQ+ friendly
- Transgender safe space
- Appointment required
- Washroom
Roy Métivier Roberge - Syndic autorisé en insolvabilité Victoriaville
8 Reviews
103 Rue de Bigarré, Victoriaville, QC G6P 9P6
Évitez la faillite. Réglez vos dettes, recommencez à vivre! Nous pouvons vous aidez à reprendre le contrôle de vos finances. Bureau à Victoriaville 819-758-0696
- Wheelchair-accessible parking lot
Anne Martin - TMG The Mortgage Group
53 Reviews
49 High St 3rd floor, Barrie, ON L4N 5J4
Anne Martin is an experienced mortgage expert in Barrie. She has helped clients meet home ownership and refinancing goals for over 10 years.
- Wheelchair-accessible parking lot
- Appointment required
MNP Debt - Licensed Insolvency Trustees Bankruptcy & Consumer Proposals
35 Reviews
152 Queen St E, Brampton, ON L6V 1B2
- Wheelchair-accessible parking lot
- Wheelchair-accessible entrance
- Onsite services
- Online appointments
CSR Wealth Management
22 Reviews
17 Jerome Crescent, Brampton, ON L6S 2G9
Looking for financial planning and wealth management? Contact CSR Wealth Management! Feel free to book an appointment today with life insurance broker Brampton!
- Wheelchair-accessible parking lot
- Wheelchair-accessible entrance
- LGBTQ+ friendly
- Transgender safe space
- Onsite services
- Online appointments
- Appointment required
- Wheelchair-accessible washroom
- Washroom
Recommended Reviews
Michelle
04.05.2024
BMO Bank of Montreal
What time do they lock their customers out from ATMs? It is very annoying to not be able to take out funds at.9pm.
Oliviana Cinco
23.10.2023
Ben Aldridge - Sun Life Financial advisor
Ben was super helpful in walking us through the right insurance plan for my partner and I. He answered all our questions and was very patient throughout the whole process!
NicAlina
23.10.2023
Avnish Aggarwal, CPA-Tax , Accounting, Corporation
Vanish is Very professional. I will definitely keep coming back to him only . Filed my taxes quick and with no hassle. Thank you !
Michelle Martin
23.10.2023
BMO Bank of Montreal
Again Angelo Papanikolaou and Gabriel Frances of came to my rescue to settle an imbroglio with their Head Office Customer service. They are the best representatives of Bank of Montreal, they offered me a proactive and intelligent service.I ma so grateful for their presence.
T S KWEK
23.10.2023
Vancity
My wife and I visited the Richmond Branch this afternoon. We were attended to by 2 very pleasant customer service staff who very efficiently helped us with our cheque deposits and the issue of replacement Member Cards. They very patiently walked us through the steps to set up online banking and use of the cards at the ATM. We want to express our thanks to Ms Linda and Ms Emma.We also found the banking hall to be neat and pleasant. Reserved parking in front of the branch is also convenient.
Patrick
23.10.2023
Ian McCulloch CFP, Sun Life Certified Financial Planner
Ian and his team have been a pleasure to work with. They are knowledgable, organized, and go the extra mile to answer your questions. I needed advising for personal, family, and business planning - Ian's team was able to help meet all of these needs. I like the idea of having one team manage all aspects of insurance/investing/planning as it helps create a focused strategy. Ian's team made this process simple and efficient.
Elizabeth Mullen
23.10.2023
BMO Bank of Montreal
Horrible bank ( every week locked out of account randomly, input new password and I get you can't use your last password" )Call online support an they say there is nothing they can do ..I've been a customer for years. And I'm ready to move all my stuff out of there just to stop this.It just keeps happening."
Designer Inspired Clothes
23.10.2023
BMO Bank of Montreal
I honestly hate going into this bank as each and every time seems like a horrible experience dealing with the ladies here. More recently I had a very rude bank teller with long dark hair and glasses. This woman should not be in the industry of serving customers. Before I had a run-in with her I could see how she was treating and speaking with the customers ahead of me and it was bad. She has no business working at this bank or any other bank. Another experience like this and I will be moving my banking over to TD or Scotia.
Miaou
23.10.2023
Allan Marshall & Associates Inc. Licensed Insolvency Trustee
Definitely recommend Olivia Harper. So very easy to talk too and was able to offer some real solutions when I felt I had no other options. Now I’m starting fresh and never felt better!
Susan Hall
23.10.2023
Menon Financial Solutions
I am so impressed with Krishna. He has been so helpful explaining in detail choices for my financial needs. As a senior I was hesitant. His knowledge and how he went over every aspect repeatedly was impressive. He is thorough and so informative, suggesting ways for me to lean after our transaction was completed. I am so grateful we chose his firm and had the pleasure of working with him. Thanks a million Krishna.